Description
As an integral member of the RBC Family Office Services team, you will work with advisors to deliver comprehensive, customized financial plans to High Net Worth (HNW) clients of RBC Wealth Management.
You will prepare financial plans that meet client's specific needs in areas such as financial, investment, retirement, tax, risk management, and estate planning.
Key responsibilities include:
- Preparing comprehensive financial plans
- Personalizing each plan to provide expert knowledge around client-specific issues
- Simplifying complex strategies to assist advisors
- Collaborating with the Financial Planning Analyst team
- Promoting a work environment that inspires innovation, creativity, collaboration, and diversity
- Developing strong internal and external networks and referral sources
To succeed, you will need:
- Five years of experience with tax planning for high net worth clients
- Five years of relevant experience in all aspects of financial planning
- One or more professional designations in Accounting: CA/CMA/CGA/CPA
- Effective communication skills, both oral and written
- Strong analytical and judgment skills
- Proficiency in Microsoft Office and financial planning software such as Conquest or Naviplan
- Ability to work both as part of a team and independently
Nice-to-have qualifications include:
- Investment and insurance industry knowledge
- Certified Financial Planners (CFP) designation
In return, you will receive:
- A comprehensive Total Rewards Program, including bonuses and flexible benefits
- Competitive compensation, commissions, and stock where applicable
- A world-class training program in financial services
- Opportunity to work in a dynamic, collaborative, progressive, and high-performing team
- Ability to make a difference and lasting impact
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